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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
401
Bragg Financial Advisors
North Carolina
$233K -$5.28K -65 -2%
BFIM
402
Beese Fulmer Investment Management
Ohio
$226K +$219K +2,688 New
SIG
403
Stanford Investment Group
California
$222K – – –
PAM
404
Peak Asset Management
Colorado
$221K +$214K +2,630 New
SSWM
405
Smith Salley Wealth Management
North Carolina
$220K -$12.2K -150 -5%
CB
406
Commerce Bank
Missouri
$219K -$20.7K -255 -9%
SFG
407
SevenBridge Financial Group
Pennsylvania
$219K +$212K +2,613 New
OWD
408
Osborn Williams & Donohoe
Ohio
$218K – – –
CA
409
Capital Advantage
California
$217K – – –
RWA
410
Ropes Wealth Advisors
Massachusetts
$216K +$209K +2,576 New
BSB
411
Bangor Savings Bank
Maine
$213K -$17.1K -210 -8%
FT
412
Fiduciary Trust
Massachusetts
$213K – – –
IWMPD
413
Integrated Wealth Management (Palm Desert)
California
$208K -$5.12K -63 -2%
MA
414
MCF Advisors
Kentucky
$205K – – –
RCWMU
415
Rothschild & Co Wealth Management (UK)
United Kingdom
$204K +$197K +2,425 New
LWM
416
LBA Wealth Management
Florida
$201K -$152K -1,865 -44%
MA
417
MUFG Americas
New York
$174K +$40.6K +500 +32%
EFSCE
418
Enterprise Financial Services Corp (EFSC)
Missouri
$172K – – –
FANJ
419
Financial Architects (New Jersey)
New Jersey
$172K – – –
FNB
420
Farmers National Bank
Kentucky
$159K +$154K +1,900 New
ZB
421
Zions Bancorporation
Utah
$156K – – –
HIIFS
422
Harel Insurance Investments & Financial Services
Israel
$151K – – –
BWA
423
Burt Wealth Advisors
Maryland
$130K -$163K -2,000 -56%
HDIM
424
Hanson & Doremus Investment Management
Vermont
$128K – – –
GI
425
Gradient Investments
Minnesota
$123K -$36.9K -454 -24%
15 16
17
18 19